Privacy Policy

This privacy policy sets out how Miss Lolly uses and protects any information that you give Miss Lolly when you use this website.

Miss Lolly is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Miss Lolly may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 01/04/2015.

What we collect

We may collect the following information:

name and job title

contact information including email address

demographic information such as postcode, preferences and interests

other information relevant to customer surveys and/or offers

What we do with the information we gather

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

Internal record keeping.

We may use the information to improve our products and services.

We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided.

From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.

Security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

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Testimonials

“Apart from really knowing her stuff Miss Lolly is a joy to deal with. She doesn’t baffle me with facts and figures when she gives advice, but makes it all accessible and achievable. Most of all what she’s given me is confidence”.

J, East Sussex

I have never been one to plan for the future, but when Miss Lolly did a presentation at my work she encouraged me to set myself two long term goals. I decided there and then that by the time I was 30, I would have bought my first flat and would have found a new job with better prospects and salary to match. I turned 30 last May, and spent the evening glamming myself up for my party in my flat that I had purchased 3 months previously, and am about to begin an exciting new job in just under two weeks with a varied job spec and a pleasing pay increase. I genuinely believe that if I hadn’t sat down with Miss Lolly and wrote these goals down then I wouldn’t be about to embark on an exciting new phase of my life, but my problem now is trying to decide what to aim for next….

Faye Williams, London

Thank you Miss Lolly – I am officially a grown up! I now have a budget plan, have started building my emergency cash lump sum and have joined my company pension scheme. My dad’s jaw hit the floor when I told him!

Sophie- Surrey.

“I attended the Miss Lolly workshop for women at Groupon aptly named “What you need to know about money.” We went through the basics of debt, budgeting, savings, pensions, property and investing. This workshop was extremely helpful in developing my understanding of my own personal finance in a simple, easy to understand and structured methods. In one session I went from being scared to address issues of debt and investing to feeling confident in my own ability to manage my finance.”

Olivia R, London

If you want someone who knows her stuff inside out and can make it understandable in laymen’s terms, Lisa is your woman. Fast efficient, knowledgeable and most importantly understanding and friendly, Lisa is exceptionally talented at her job and a real must for anyone looking for a financial comment and content.

Clare O’Reilly

Miss Lolly – thank you for your email today. I cant tell you how much you helped me arrange our finances now we have 3 week old. I thought it would be a task that would take days but in Theo’s afternoon nap I sorted out his uni fees, my ISA & our life cover. Plus I am booked into see a solicitor to write a will. I am one organised Mummy!!

Zoe – Leeds

Miss Lolly’s advice has been extremely valuable and as a result, I have tidied all the various (and for the most part pretty worthless) bits and pieces of savings I had accumulated and I now have a definite plan for the future. Miss Lolly’s no nonsense, straightforward and very understanding approach makes her fantastic to work with. I feel now that I understand my position which is highly reassuring.”

Juliet C – West London

“Miss Lolly, I have to say you really are the cleverest, inventive, thinking-outside the box Financial Adviser I have ever met and from someone who has worked in the industry for 35 years that is saying a lot.”